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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
526
Marquette Asset Management
Minnesota
$18.5K – – –
AW
527
Avion Wealth
Texas
$17K +$603 +30 +4%
TPCW
528
TD Private Client Wealth
New York
$16.9K +$2.73K +136 +20%
C
529
Covestor
United Kingdom
$16K -$56.8K -2,826 -78%
A
530
Allianz
Germany
$15.6K – – –
PMFA
531
Plante Moran Financial Advisors
Michigan
$14.5K – – –
FFO
532
Fortitude Family Office
Arizona
$13.5K +$12K +596 +1,355%
W
533
WealthCollab
Washington
$13.2K -$12.9K -641 -51%
HPBT
534
Hickory Point Bank & Trust
Illinois
$12.6K – – –
IA
535
IFG Advisory
Georgia
$12.4K +$11.9K +592 New
NEWAS
536
N.E.W. Advisory Services
Wisconsin
$12.2K -$5.53K -275 -32%
CFO
537
CVA Family Office
Colorado
$11.9K -$3.19K -159 -22%
OCWP
538
Owl Creek Wealth Partners
Colorado
$11.9K +$5.42K +270 +92%
WA
539
WPG Advisers
Maryland
$11.8K -$19.8K -986 -64%
WSFS
540
Wilmington Savings Fund Society
Delaware
$11.1K – – –
MCM
541
Manchester Capital Management
Vermont
$10.8K +$2.91K +145 +39%
NOI
542
Newton One Investments
Delaware
$10.5K – – –
BC
543
Barrett & Company
Rhode Island
$10.5K +$10K +500 New
FMII
544
Farmers & Merchants Investments Inc
Nebraska
$10.4K – – –
SWM
545
SHP Wealth Management
Massachusetts
$9.8K +$342 +17 +4%
CMA
546
Cedar Mountain Advisors
Oregon
$9.44K – – –
SC
547
Solstein Capital
California
$9.11K – – –
CA
548
Clearstead Advisors
Ohio
$9.04K +$342 +17 +4%
PWMG
549
Private Wealth Management Group
New Jersey
$9.02K +$1.29K +64 +18%
KLWA
550
Kelly Lawrence W & Associates
California
$8.41K – – –
20 21
22
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